Firm
JW Financial Advisors
Santa Rosa, California
Fee-only
JW Financial Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 24 individual clients, 4 of them high net worth.
- Its average account is about $285,000 (assets it manages divided by its 48 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Rosa, California |
|---|---|
| Website | jwfinancial.com |
| Phone | (707) 538-9012 |
JW Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% to 2% a year |
|---|---|
| How it charges | Flat fee · Hourly · Percentage of assets |
In the firm's words
"from 2% to 1/2% annually, depending on your portfolio size" source
"from 2% to 1/2% annually, depending on your portfolio size" source
"We charge a flat rate for a Comprehensive Financial Plan that depends on the complexity of your financial situation." source
"We can also consult with you on an hourly basis to help you with specific questions." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 20 |
| High-net-worth clients | 4 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 143275 |